Book an appointment
Call us at 1.877.378.8728
Send us an email
Find a branch or ATM
Rates
Calculators
Offers
Security
Careers
News & AnnouncementsThis position is accountable for providing complex and confidential support to the Wealth Management senior leaders and Estate & Trust team. The Servus Wealth Strategies Coordinator is a resource for the Wealth Management team for on-going initiatives and projects. This position is accountable for taking a lead role in establishing a priority of workflow in handling a variety of initiatives that require leadership and judgment while maintaining complete confidentiality. Tactful and effective communication is essential to skillfully relate with Members, Servus staff, SWS Advisors, Wealth Managers and Concentra Trust as well as external professionals such as lawyers and accountants. In addition, overseeing, coordinating, administering and maintaining project timelines, calendar of appointments, meetings, events and travel arrangements along with coordinating usage and maintenance of the corporate vehicle. The compliance portion of the position includes accountability for maintaining estate files, follow-up on the progression of estate plan documents and the preparation of a variety of activity and sales reports.
Experience:
- Minimum 3 - 4 years of experience in an office administration and/or executive assistant environment dealing with internal and external contacts.
- Experience in the financial industry (financial planning, banking, etc.) is preferred, with experience in the estate & trust industry considered an asset.
- General knowledge of the financial planning industry and awareness of the Canadian Credit Union System are highly desirable.
Education and Training:
- High School graduate supplemented with post-secondary education in an office careers program
- A college diploma or university degree is considered an asset as is project management experience
- SABA Meeting, expert level
- Ongoing training or certificates within the financial industry are a definite asset i.e. CSC course.
Why Servus Credit Union? We live our values in how we do business and how we treat our employees. Servus Credit Union is one of Canada’s 50 Best Managed Companies. Servus is committed to being socially responsible and living the co-operative values. Through our operations, we strive to make a positive impact on our economy, the environment and society. We know that our employees are our most valuable assets so we offer ongoing growth and career advancement and we reward employees for their hard work and achievements.